Talking points:

• Vendor management & tips on how to monitor them
• Outsourcing to offshore vendors
• Privacy – CCPA requirements
• The compliance best practices for how to implement technology

Speakers & Topics:

Brian Schnese – AVP Senior Risk Services Consultant – HUB International

-Common areas of vulnerability for attacks

-Internal measures companies can implement to mitigate/reduce exposure

-What to do if/when the ‘oh shoot’ moment happens

Matt Donovan RPLU – Senior Vice President – Amwins Brokerage

-What is plaguing the Cyber Liability insurance marketplace

– Claims trends -Carrier appetite, rates, and changes

-What can insureds to help better their stance/appeal to carriers

Michele Buschman – CIO – American Pacific Mortgage

– Tools lenders can implement(programs/procedures/policies), what is main concern/biggest headache, ideas to keep up with constant changes, etc.

Topics of discussion:

• Understanding Social Media advertising

• New mediums, new threats: TikTok, Alignable, and more

• Enforcement priorities: Merrick Garland announces partnership with DOJ/OCC/CFPB to combat “modern-day redlining”

• Public risk – reviewing the Townstone case

• Understanding what “peer” comparison means in fair lending examinations

• Targeted ads with demographic elections on social media

• LEP’s – the struggle with fair lending initiatives and UDAAP

Topics of discussion:

• How they integrate with various systems

• Real data on how eClose reduces turn times

• How to drive adoption

• What should you look for in an eClose vendor and why

• Hybrid eClose and flexibility

Avoid Fair Lending Pitfalls

Topics of discussion:

Pricing Exceptions – what needs to be documented and how to deal with any findings

Underwriting Exceptions – tracking and documentation

Marketing, including social media and algorithms

Topics of discussion:

– Where the industry is headed
– Economic Outlook for 2022
– Area of focus for CFPB

Topics of discussion:

• Program enrollment requirements
• Common data file requirements
• Program underwriting guidelines
• Call center
• HUD Counseling/CBO

Speakers:

Bryan Courtney, Mortgage Servicer Liaison, CalHFA (https://camortgagerelief.org/)